I agree - Schwab has a rather clumsy performance tracker that only works
with two years worth of data; I suspect that's what they're talking about.

--
Michael Gordon


"Mark Horn" <mark[at]hornclan.com> wrote in message
news:slrnes1c3t.dtp.mark[at]home.hornclan.com...
- quote -

Hmmm... I suspect that Schwab is not really saying that you have
to delete the accounts in Money. I suspect that they're saying
that you have to delete the connection to Schwab and create a new
one with new credential information. Then, when you're setting
up your schwab connection, you'll associate your existing Money
accounts with the ones that the connection sees.

I could be wrong on this, but I don't really think that Schwab cares
about what accounts you do/don't have in Money. I think they care
about how Money is connected to them.

On 2007-01-28, lucid <lucid[at]discussions.microsoft.com> wrote:
- quote -

I have it. Schwab says that to get the accounts working again I have to
delete the old accounts and reestablish a new account. This new account will
only have two years worth of data. Is there a way to merge the new account
with the old accounts so that I have all 6 years of data ?